On this month’s show, Sam and Ali are joined by Nick Holland to discuss how business owners can minimize their tax liability through Qualified Small Business Stock exemption.
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Metz Lewis Brodman Must O’Keefe LLC is pleased to announce that Member Nick Holland will serve as Practice Group Leader for the firm’s Tax, Trusts and Estates Group. Past Practice Group Leaders [...]
The GRAT (Grantor Retained Annuity Trust) It may seem counterintuitive to consider wealth transfer opportunities as financial markets continue to experience volatility with the spread of [...]
What is estate administration? An estate administration is the process of winding up a decedent’s affairs. On a basic level, that entails gathering the decedent’s assets, satisfying the [...]
President-elect Donald Trump has proposed cutting the top marginal income tax rate to 33% as well as eliminating the 3.8% net investment income tax. Mr. Trump has also proposed an overall cap on [...]
As the end of the year approaches, it may be prudent to consider making gifts and taking advantage of annual gift tax exclusions. For 2015, an individual is permitted to gift $14,000 per [...]
